Havemeyer Place’s SoFi Technologies SOFI Stock Holding History

Havemeyer Place’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-150,149	Closed	-$2.38M	–	671
2026 Q1	$2.38M	Buy	+150,149	New	+$3.17M	0.28%	113

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Havemeyer Place's SOFI Position: Q2 2026 in Review

Havemeyer Place sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 150,149 shares — an estimated $2.38M sold.

Havemeyer Place first reported a position in SOFI in Q1 2026 and held it in 1 quarter. The position peaked at $2.38M in Q1 2026. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Havemeyer Place reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Havemeyer Place sold 150,149 SoFi Technologies shares in Q2 2026, an estimated $2.38M.
Havemeyer Place first reported a position in SoFi Technologies in Q1 2026 and held it in 1 quarter.
Havemeyer Place's SoFi Technologies position peaked at $2.38M in Q1 2026.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.